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FDx Advisors’s Essex Property Trust ESS Stock Holding History

FDx Advisors’s Portfolio ESS Stock Details ESS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,321
Closed -$465K – 863
2021
Q4 		$465K Sell
1,321
-737
-36% -$251K 0.01% 556
2021
Q3 		$658K Sell
2,058
-63
-3% -$20.4K 0.02% 432
2021
Q2 		$636K Buy
2,121
+135
+7% +$39.8K 0.02% 442
2021
Q1 		$540K Buy
1,986
+1,110
+127% +$288K 0.02% 449
2020
Q4 		$208K Buy
+876
New +$202K 0.01% 678
2014
Q4 		– Sell
-1,206
Closed -$216K – 906
2014
Q3 		$216K Sell
1,206
-671
-36% -$127K 0.01% 892
2014
Q2 		$347K Buy
+1,877
New +$332K 0.02% 725

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

FDx Advisors's ESS Position: Q1 2022 in Review

FDx Advisors sold out of Essex Property Trust (ESS) in Q1 2022, closing a stake of 1,321 shares — an estimated $465K sold.

FDx Advisors first reported a position in ESS in Q2 2014 and held it in 7 quarters. The position peaked at $658K in Q3 2021. 560 funds tracked by Wall St. Rank hold ESS as of Q1 2022.

  • FDx Advisors reported no remaining Essex Property Trust position as of Q1 2022 after selling out during the quarter.
  • FDx Advisors sold 1,321 Essex Property Trust shares in Q1 2022, an estimated $465K.
  • FDx Advisors first reported a position in Essex Property Trust in Q2 2014 and held it in 7 quarters.
  • FDx Advisors's Essex Property Trust position peaked at $658K in Q3 2021.
  • 560 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2022.

Based on FDx Advisors's 13F filing for Q1 2022, filed 3 May 2022.